Commercial Buyer/Lessee Match
This area allows you to match a prospective Commercial Buyer or Lessee record with current Commercial Listings. Note: The prospective Buyer/Lessee must exist in the system as a Contact; See Enter a new Contact (Person) as well as a Buyer. See: Enter a new Commercial Buyer/Lessee
1. Click on the Contacts Menu/Function button.
2. Ensure the appropriate Commercial Department is displayed/selected in the Department Drop
Down List.
3. Select the Enquiry Option Button.
4. The Enquiry Type will default to Buy Commercial, if the requirement is for a Lease, select the
Lease Commercial Option Button.
5. Locate the Buyer. See - Search for a Buyer
6. Double left click on the prospective Buyer/Lessee to display its details in the Active Window
7. To view the prospective Buyer/Lessee’s contact details click on the
button.
8. Ensure the prospective Buyer/Lessee has Requirements and/or Listing Criteria entered.
9. Select the Matches tab.
This area displays the results of search criteria entered for the prospective Buyer/Lessee.
1. All matching records will display in the grid.
2. Click on the Select Check Box, then click the E-mail button to e-mail HTML brochure or click
PDF to send a PDF brochure for all selected listings to the prospective buyer/lessee.